Overview

This report provides a comprehensive view of the Cloud AI compute market, covering CPUs, GPUs and custom AI ASICs across major vendors and hyperscalers. It tracks shipment trends, revenue, ASP and chip value, alongside CSP CapEx and XPU BOM analysis, providing insight into how AI infrastructure investment and compute architectures are evolving.

What the Full Report Will Cover

  • Cloud AI CPU market – Shipments, revenue, ASP, architecture, packaging and memory across merchant and custom CPUs
  • Cloud AI GPU market – Vendor and product-level shipment trends, chip value, packaging and memory
  • Custom AI ASIC market – Hyperscaler AI accelerator shipments and technology roadmaps
  • Hyperscaler/CSP CapEx – Investment trends across major US hyperscalers and Chinese CSPs
  • XPU BOM analysis – Key components and cost structure of AI compute platforms
  • Market data and forecasts – Historical and forecast shipment, revenue and CapEx data through 2031